Ownership history in Summit Asset Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Summit Asset Management, LLC reported a position in AMERICAN CENTY ETF TR (ACLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 4,860 | — | 0% | 0.05% | $381K | $78.25 |
| 2025 Q3 | UNCHANGED | 4,860 | — | 0% | 0.06% | $375K | $76.99 |
| 2025 Q2 | ADDED | 4,860 | +1,350 | +38.5% | 0.06% | $352K | $72.04 |
| 2025 Q1 | UNCHANGED | 3,510 | — | 0% | 0.04% | $230K | $65.06 |
As of 2025 Q4 — sorted by position size